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Insurance Marketing Analyst

Foundation Risk Partners

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Marketing Analyst to their Acentria team. Job Summary: The Marketing Analyst provides administrative and marketing support to the Commercial Lines team by assisting with the preparation, submission, and tracking of new and renewal business opportunities. This position works closely with Producers, Marketing Representatives, Account Managers, and carrier partners to help ensure submissions are complete, organized, and processed efficiently. The Marketing Analyst plays a critical role in maintaining agency workflows, supporting carrier relationships, and helping deliver exceptional service to clients and teammates. Essential Functions: Marketing Support Assist with gathering underwriting information and preparing new and renewal submissions. Review submission documentation for completeness and accuracy. Submit applications and supporting documentation to insurance carriers and wholesalers. Track marketing efforts and carrier responses within agency management systems. Update agency management system throughout the marketing process including binding. Create Invoices and Premium Finance Contracts Request quotes, indications, and underwriting requirements from carrier partners. Follow up with carriers regarding outstanding quotes, underwriting requests, and submission status. Assist in comparing carrier proposals and organizing quote presentations. Administrative Support Maintain accurate client and prospect data within the agency management system. Update activities, attachments, and documentation in accordance with agency workflows. Prepare and distribute marketing correspondence, applications, and supplemental forms. Assist in scheduling meetings and coordinating marketing discussions. Monitor shared mailboxes and route requests appropriately. Develop and maintain positive working relationships with carrier representatives. Coordinate with Producers and Account Managers regarding submission requirements and market feedback. Support marketing personnel in obtaining competitive terms and coverage options. Assist with carrier appointment documentation and market research projects. Renewal & New Business Support Prepare pre-renewal information and renewal marketing packages. Assist with loss runs, exposure data collection, and underwriting updates. Track renewal timelines and help ensure marketing deadlines are met. Support new business acquisition efforts through data gathering and proposal preparation. Quality & Compliance Adhere to agency procedures, workflows, and documentation standards. Ensure client information is handled confidentially and in compliance with agency requirements. Maintain organized electronic files and documentation. Participate in training and professional development opportunities. Competencies & Qualifications: Strong organizational and time-management skills. Ability to manage multiple priorities and deadlines. Excellent written and verbal communication skills. High attention to detail and accuracy. Proficient in Microsoft Office Suite, including Outlook, Excel, Word, and Teams. Ability to learn agency management systems and carrier platforms. Strong problem-solving and customer service skills. Ability to work effectively in a team environment. Education & Experience: Florida 2-20 License or willingness to obtain. Experience with Applied Epic or similar agency management systems. Familiarity with commercial insurance terminology and underwriting processes. Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays! Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in Foundation Risk Partners’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at . How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. #J-18808-Ljbffr Foundation Risk Partners

Vacancy posted 1 day ago
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